S&P 500   4,109.31
DOW   33,274.15
QQQ   320.93
MarketBeat Week in Review – 3/27 - 3/31
JP Morgan analyst: Oil to hit $380 per barrel (Ad)
UK travelers face hours-long waits for ferries to France
Credit Suisse takeover hits heart of Swiss banking, identity
JP Morgan analyst: Oil to hit $380 per barrel (Ad)
Small areas reopen near Fukushima nuclear plant, few return
'War of the states': EV, chip makers lavished with subsidies
JP Morgan analyst: Oil to hit $380 per barrel (Ad)
Gas prices increase in NJ, around nation amid higher demand
Lanterns and crescents: more retailers court Ramadan buyers
S&P 500   4,109.31
DOW   33,274.15
QQQ   320.93
MarketBeat Week in Review – 3/27 - 3/31
JP Morgan analyst: Oil to hit $380 per barrel (Ad)
UK travelers face hours-long waits for ferries to France
Credit Suisse takeover hits heart of Swiss banking, identity
JP Morgan analyst: Oil to hit $380 per barrel (Ad)
Small areas reopen near Fukushima nuclear plant, few return
'War of the states': EV, chip makers lavished with subsidies
JP Morgan analyst: Oil to hit $380 per barrel (Ad)
Gas prices increase in NJ, around nation amid higher demand
Lanterns and crescents: more retailers court Ramadan buyers
S&P 500   4,109.31
DOW   33,274.15
QQQ   320.93
MarketBeat Week in Review – 3/27 - 3/31
JP Morgan analyst: Oil to hit $380 per barrel (Ad)
UK travelers face hours-long waits for ferries to France
Credit Suisse takeover hits heart of Swiss banking, identity
JP Morgan analyst: Oil to hit $380 per barrel (Ad)
Small areas reopen near Fukushima nuclear plant, few return
'War of the states': EV, chip makers lavished with subsidies
JP Morgan analyst: Oil to hit $380 per barrel (Ad)
Gas prices increase in NJ, around nation amid higher demand
Lanterns and crescents: more retailers court Ramadan buyers
S&P 500   4,109.31
DOW   33,274.15
QQQ   320.93
MarketBeat Week in Review – 3/27 - 3/31
JP Morgan analyst: Oil to hit $380 per barrel (Ad)
UK travelers face hours-long waits for ferries to France
Credit Suisse takeover hits heart of Swiss banking, identity
JP Morgan analyst: Oil to hit $380 per barrel (Ad)
Small areas reopen near Fukushima nuclear plant, few return
'War of the states': EV, chip makers lavished with subsidies
JP Morgan analyst: Oil to hit $380 per barrel (Ad)
Gas prices increase in NJ, around nation amid higher demand
Lanterns and crescents: more retailers court Ramadan buyers
NASDAQ:CSWC

Capital Southwest - CSWC Competitors

$17.78
+0.28 (+1.60%)
(As of 03/31/2023 12:00 AM ET)
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Compare
Today's Range
$17.59
$17.93
50-Day Range
$16.89
$20.03
52-Week Range
$16.28
$24.40
Volume
322,412 shs
Average Volume
326,320 shs
Market Capitalization
$614.48 million
P/E Ratio
12.98
Dividend Yield
11.92%
Price Target
$21.88

CSWC vs. GAIN, PNNT, SCM, GBDC, PFLT, TPVG, PTMN, NMFC, TSLX, and ALTI

Should you be buying Capital Southwest stock or one of its competitors? The main competitors of Capital Southwest include Gladstone Investment (GAIN), PennantPark Investment (PNNT), Stellus Capital Investment (SCM), Golub Capital BDC (GBDC), PennantPark Floating Rate Capital (PFLT), TriplePoint Venture Growth BDC (TPVG), Portman Ridge Finance (PTMN), New Mountain Finance (NMFC), Sixth Street Specialty Lending (TSLX), and Alvarium Tiedemann (ALTI). These companies are all part of the "finance" sector.

Capital Southwest vs.

Capital Southwest (NASDAQ:CSWC) and Gladstone Investment (NASDAQ:GAIN) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their community ranking, analyst recommendations, institutional ownership, valuation, earnings, risk, media sentiment, dividends and profitability.

In the previous week, Capital Southwest had 1 more articles in the media than Gladstone Investment. MarketBeat recorded 1 mentions for Capital Southwest and 0 mentions for Gladstone Investment. Gladstone Investment's average media sentiment score of 0.00 beat Capital Southwest's score of -1.00 indicating that Gladstone Investment is being referred to more favorably in the news media.

Company Overall Sentiment
Capital Southwest Negative
Gladstone Investment Neutral

Capital Southwest presently has a consensus target price of $21.88, suggesting a potential upside of 23.03%. Gladstone Investment has a consensus target price of $13.17, suggesting a potential downside of 0.63%. Given Capital Southwest's stronger consensus rating and higher probable upside, analysts plainly believe Capital Southwest is more favorable than Gladstone Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
0 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
3.00
Gladstone Investment
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

Capital Southwest has a beta of 1.2, meaning that its stock price is 20% more volatile than the S&P 500. Comparatively, Gladstone Investment has a beta of 1.42, meaning that its stock price is 42% more volatile than the S&P 500.

26.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 12.1% of Gladstone Investment shares are owned by institutional investors. 6.5% of Capital Southwest shares are owned by insiders. Comparatively, 2.6% of Gladstone Investment shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Gladstone Investment received 131 more outperform votes than Capital Southwest when rated by MarketBeat users. However, 63.17% of users gave Capital Southwest an outperform vote while only 62.24% of users gave Gladstone Investment an outperform vote.

CompanyUnderperformOutperform
Capital SouthwestOutperform Votes
235
63.17%
Underperform Votes
137
36.83%
Gladstone InvestmentOutperform Votes
366
62.24%
Underperform Votes
222
37.76%

Gladstone Investment has lower revenue, but higher earnings than Capital Southwest. Gladstone Investment is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$82.21 million7.47$42.81 million$1.3712.98
Gladstone Investment$72.55 million6.11$102.32 million$1.677.93

Gladstone Investment has a net margin of 69.10% compared to Capital Southwest's net margin of 33.53%. Capital Southwest's return on equity of 12.21% beat Gladstone Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest 33.53% 12.21% 5.37%
Gladstone Investment 69.10% 7.27% 4.32%

Capital Southwest pays an annual dividend of $2.12 per share and has a dividend yield of 11.9%. Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 7.2%. Capital Southwest pays out 154.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Gladstone Investment pays out 57.5% of its earnings in the form of a dividend.

Summary

Capital Southwest beats Gladstone Investment on 13 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CSWC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CSWC vs. The Competition

MetricCapital SouthwestInvestors IndustryFinance SectorNASDAQ Exchange
Market Cap$614.48M$949.69M$6.21B$6.04B
Dividend Yield12.05%9.84%8.87%5.45%
P/E Ratio12.986.80136.0412.89
Price / Sales7.474.115,756.4271.40
Price / Cash10.0413.3524.0367.28
Price / Book1.010.803.585.04
Net Income$42.81M$73.57M$646.45M$191.92M
7 Day Performance3.31%1.70%4.49%2.30%
1 Month Performance-4.77%-6.59%-4.86%-4.65%
1 Year Performance-26.13%-17.50%-3.43%-16.31%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GAIN
Gladstone Investment
1.7985 of 5 stars
$13.19
+1.2%
$13.17
-0.2%
-18.8%$441.34M$72.55M7.90N/A
PNNT
PennantPark Investment
1.9722 of 5 stars
$5.25
+0.8%
$6.25
+19.0%
-33.8%$342.41M$104.97M-2.84N/ANews Coverage
SCM
Stellus Capital Investment
2.2174 of 5 stars
$14.09
-0.4%
N/A+1.0%$275.46M$75.11M19.042Short Interest ↓
Positive News
GBDC
Golub Capital BDC
1.7522 of 5 stars
$13.24
+1.5%
$14.50
+9.5%
-11.3%$2.26B$387.80M19.47N/AShort Interest ↑
PFLT
PennantPark Floating Rate Capital
1.3715 of 5 stars
$10.61
flat
$12.00
+13.1%
-22.8%$527.11M$105.49M-33.16N/A
TPVG
TriplePoint Venture Growth BDC
0.9353 of 5 stars
$12.08
+2.7%
$12.50
+3.5%
-32.4%$427.03M$119.42M-20.13N/AShort Interest ↑
Negative News
PTMN
Portman Ridge Finance
1.6886 of 5 stars
$20.46
-1.2%
$23.75
+16.1%
-13.9%$197.76M$-11,662,000.00-9.39N/ANews Coverage
Positive News
NMFC
New Mountain Finance
1.936 of 5 stars
$12.22
+0.5%
$12.67
+3.7%
-12.5%$1.23B$89.09M16.97N/AShort Interest ↑
Negative News
TSLX
Sixth Street Specialty Lending
2.2235 of 5 stars
$18.06
+1.3%
$21.00
+16.3%
-22.6%$1.47B$309.30M13.28N/AShort Interest ↑
News Coverage
ALTI
Alvarium Tiedemann
0 of 5 stars
$12.55
-0.3%
N/AN/A$607.04MN/A0.00N/A
This page (NASDAQ:CSWC) was last updated on 4/2/2023 by MarketBeat.com Staff